AssetMark Inc
UDEC

AssetMark Inc’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

AssetMark Inc’s Portfolio UDEC Stock Details UDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.7K Buy
431
+51
+13% +$2.02K ﹤0.01% 2123
2025
Q4 		$15.1K Hold
380
– – ﹤0.01% 2087
2025
Q3 		$14.6K Hold
380
– – ﹤0.01% 2016
2025
Q2 		$13.8K Buy
+380
New +$13.2K ﹤0.01% 1889

Other funds holding UDEC

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LCWM
Legacy Capital Wealth Management The Woodlands, Texas $174M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

AssetMark Inc's UDEC Position: Q1 2026 in Review

AssetMark Inc increased its Innovator US Equity Ultra Buffer ETF December (UDEC) stake by 13% in Q1 2026, buying an estimated $2.02K and bringing the position to 431 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

AssetMark Inc first reported a position in UDEC in Q2 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold UDEC as of Q1 2026.

  • AssetMark Inc held 431 shares of Innovator US Equity Ultra Buffer ETF December worth $16.7K as of Q1 2026.
  • AssetMark Inc bought 51 Innovator US Equity Ultra Buffer ETF December shares in Q1 2026, an estimated $2.02K.
  • Innovator US Equity Ultra Buffer ETF December made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2123 holding.
  • AssetMark Inc first reported a position in Innovator US Equity Ultra Buffer ETF December in Q2 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF December as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.